Henrickson Nauta Wealth Advisors’s KLA KLAC Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.61M	Sell	5,344 -756	-12%	-$150K	0.39%	23
2026 Q1	$899K	Sell	6,100 -4,070	-40%	-$595K	0.25%	35
2025 Q4	$1.42M	Buy	10,170 +3,070	+43%	+$360K	0.21%	38
2025 Q3	$766K	Buy	7,100 +30	+0.4%	+$2.8K	0.24%	40
2025 Q2	$634K	Sell	7,070 -60	-0.8%	-$4.51K	0.22%	44
2025 Q1	$469K	Buy	7,130 +70	+1%	+$5.04K	0.19%	44
2024 Q4	$445K	Sell	7,060 -20	-0.3%	-$1.35K	0.18%	49
2024 Q3	$549K	Buy	7,080 +20	+0.3%	+$1.57K	0.22%	42
2024 Q2	$582K	Hold	7,060	–	–	0.25%	41
2024 Q1	$485K	Hold	7,060	–	–	0.21%	43
2023 Q4	$411K	Hold	7,060	–	–	0.2%	48
2023 Q3	$324K	Hold	7,060	–	–	0.2%	41
2023 Q2	$343K	Hold	7,060	–	–	0.23%	37
2023 Q1	$282K	Hold	7,060	–	–	0.2%	41
2022 Q4	$266K	Sell	7,060 -810	-10%	-$28.2K	0.21%	41
2022 Q3	$238K	Buy	7,870 +10	+0.1%	+$346	0.23%	37
2022 Q2	$251K	Hold	7,860	–	–	0.23%	35
2022 Q1	$288K	Hold	7,860	–	–	0.24%	31
2021 Q4	$307K	Buy	+7,860	New	+$303K	0.25%	30

Other funds holding KLAC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's KLAC Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors reduced its KLA (KLAC) stake by 12% in Q2 2026, selling an estimated $150K and leaving 5,344 shares worth $1.61M. The position accounts for 0.39% of the portfolio, ranked #23.

Henrickson Nauta Wealth Advisors first reported a position in KLAC in Q4 2021 and has held it in 19 quarters since. 601 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Henrickson Nauta Wealth Advisors held 5,344 shares of KLA worth $1.61M as of Q2 2026.
Henrickson Nauta Wealth Advisors sold 756 KLA shares in Q2 2026, an estimated $150K.
KLA made up 0.39% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Henrickson Nauta Wealth Advisors first reported a position in KLA in Q4 2021 and has held it in 19 quarters since.
601 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.